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Wolfspeed10-Q: Supply chain disruption

Sole-source supplier issues are decreasing production yields and impacting cost of revenue.

What happened

Wolfspeed has experienced direct financial impact from unreliable suppliers, leading to lower production yields and higher costs.

Source

SEC EDGARMay 7, 2026

Quarterly report (Form 10-Q)

Wolfspeed 10-Q

Filing excerpt

We depend on a number of sole source and limited source suppliers for certain raw materials, components, services, and equipment used in manufacturing our products... qualification of many of these alternative sources could take up to six months or longer.

sec.gov/Archives/edgar/data/895419/000089541926000030/wolf-20260329.htmRead the full source

Other signals in this filing (7)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supply chain disruption

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/29
Filed
May 7, 2026

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The full record

From the Signal API record

Details

CIK
895419
Accession number
0000895419-26-000030
Filing year
2026
Fiscal year
0
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Topics and mentions

Regions named

  • United States
  • Asia

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
May 12, 2026
signal_type
sec-10q
signal_subtype
supplyChainDisruption

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/2af36e6a-5d3c-4cb0-97dd-31e580e60462 returns this record as JSON. POST /v1/companies/enrich returns every signal for wolfspeed.com.

{
  "signal_id": "2af36e6a-5d3c-4cb0-97dd-31e580e60462",
  "signal_type": "sec-10q",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-05-12T09:24:58.284+00:00",
  "company": {
    "name": "Wolfspeed",
    "domain": "wolfspeed.com"
  },
  "data": {
    "detail": "Wolfspeed has experienced direct financial impact from unreliable suppliers, leading to lower production yields and higher costs. With supplier qualification taking up to six months, the company is vulnerable to disruptions, creating a clear need for supply chain visibility software, quality control systems, and supplier risk management platforms.",
    "summary": "Sole-source supplier issues are decreasing production yields and impacting cost of revenue.",
    "excerpts": "We depend on a number of sole source and limited source suppliers for certain raw materials, components, services, and equipment used in manufacturing our products... qualification of many of these alternative sources could take up to six months or longer.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/895419/000089541926000030/wolf-20260329.htm",
    "filing_date": "2026-05-07",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/29",
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations",
    "regions_mentioned": [
      "United States",
      "Asia"
    ]
  }
}

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